Civic Intelligence

Shield Inc

990 • Fiscal year 2021 • EIN 62-1669293

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

2552 Poplar Ave Ste 215Memphis, TN 38112

(901) 454-9755

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.75x

Higher debt load relative to assets than 91% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

92nd percentile

1.32x

Higher debt load relative to revenue than 92% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

24th percentile

-2.4%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

69th percentile

$52,800

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

60th percentile

16%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

23%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$667,761

Up $92,899 (+16%) from 2020

Net Assets

Down

$168,056

Down $10,113 (-5.7%) from 2020

Liabilities

Up

$499,705

Up $103,012 (+26%) from 2020

Revenue

Up

$378,226

Up $71,762 (+23%) from 2020

Expenses

Up

$387,395

Up $56,901 (+17%) from 2020

Net Income

Up

-$9,169

Up $14,861 (+62%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,089,969Liabilities 2011: $516,252Net Assets 2011: $573,7172011Assets 2012: $1,114,823Liabilities 2012: $498,964Net Assets 2012: $615,8592012Assets 2013: $1,146,006Liabilities 2013: $494,753Net Assets 2013: $651,2532013Assets 2014: $1,176,819Liabilities 2014: $442,249Net Assets 2014: $734,5702014Assets 2015: $1,318,375Liabilities 2015: $499,353Net Assets 2015: $819,0222015Assets 2016: $699,406Liabilities 2016: $497,175Net Assets 2016: $202,2312016Assets 2017: $713,843Liabilities 2017: $488,446Net Assets 2017: $225,3972017Assets 2018: $676,951Liabilities 2018: $468,293Net Assets 2018: $208,6582018Assets 2019: $618,930Liabilities 2019: $416,731Net Assets 2019: $202,1992019Assets 2020: $574,862Liabilities 2020: $396,693Net Assets 2020: $178,1692020Assets 2021: $667,761Liabilities 2021: $499,705Net Assets 2021: $168,0562021Assets 2022: $577,775Liabilities 2022: $456,271Net Assets 2022: $121,5042022

Highlighted filing

2021

Assets$667,761
Liabilities$499,705
Net Assets$168,056

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $354,270Expenses 2011: $335,501Net Income 2011: $18,7692011Revenue 2012: $311,635Expenses 2012: $305,007Net Income 2012: $6,6282012Revenue 2013: $307,566Expenses 2013: $299,725Net Income 2013: $7,8412013Revenue 2014: $363,940Expenses 2014: $326,368Net Income 2014: $37,5722014Revenue 2015: $401,741Expenses 2015: $392,105Net Income 2015: $9,6362015Revenue 2016: $294,245Expenses 2016: $370,869Net Income 2016: -$76,6242016Revenue 2017: $432,821Expenses 2017: $388,255Net Income 2017: $44,5662017Revenue 2018: $407,910Expenses 2018: $396,051Net Income 2018: $11,8592018Revenue 2019: $346,863Expenses 2019: $353,322Net Income 2019: -$6,4592019Revenue 2020: $306,464Expenses 2020: $330,494Net Income 2020: -$24,0302020Revenue 2021: $378,226Expenses 2021: $387,395Net Income 2021: -$9,1692021Revenue 2022: $339,933Expenses 2022: $386,103Net Income 2022: -$46,1702022

Highlighted filing

2021

Revenue$378,226
Expenses$387,395
Net Income-$9,169
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$413,214
Mission and Program Overview

Mission

Building Stable Lives for Persons with Emotional and Physical Challenges In the Mississippi Delta

Building stable lives for persons with emotional and physical challenges in the mississppi delta.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$466,120$435,103▼ $31,017
Cash and Non-Interest-Bearing Accounts$45,793$141,084▲ $95,291
Pledges and Grants Receivable$62,064$90,689▲ $28,625
Savings and Temporary Cash Investments$485$485→ $0
Prepaid Expenses and Deferred Charges$400$400→ $0
Total Assets$574,862$667,761▲ $92,899
Liabilities
Unsecured Notes Loans Payable$317,369$426,109▲ $108,740
Accounts Payable and Accrued Expenses$79,324$73,596▼ $5,728
Total Liabilities$396,693$499,705▲ $103,012
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$178,169$168,056▼ $10,113
Total Net Assets Fund Balance$178,169$168,056▼ $10,113
Total Liabilities and Net Assets / Fund Balance$574,862$667,761▲ $92,899

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$334,148$451,524$785,672
Land$98,468-$98,468
Other Land Buildings$2,487$77,304$79,791
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Valerie BoboExecutive DirectorFT$52,800$52,800

Board Members and Trustees

NameTitle
Cathy WinfieldChairman
Cora BlakelyBoard Member
Fred HardemanBoard Member
Jackie WahlsBoard Member
Kathy JohnsonBoard Member
Mendy GilliardBoard Member
Sybil MitchellBoard Member
Angela PayneSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$350,755
Program Service Revenue
$29,407
Investment Income
$20
Other Revenue
$-1,956
Change in Net Assets
$-9,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$238,733
Salaries, Compensation, and Employee Benefits$134,008
Grants and Similar Amounts Paid$14,654
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$60,550--$60,550
Current Officers, Directors, Trustees, and Key Employees$31,680$21,120-$52,800
Depreciation Depletion$31,017--$31,017
Insurance$15,859$10,573-$26,432
Occupancy$18,330--$18,330
Grants to Domestic Individuals$14,654--$14,654
Other Employee Benefits$9,685$2,218-$11,903
Fees for Services Accounting-$11,765-$11,765
Payroll Taxes$7,124$1,631-$8,755
Travel$7,822--$7,822
Other Expenses$3,915$2,161-$2,161
Office Expenses$539$809-$1,348
Fees for Services Other-$500-$500
Fees for Services Legal-$410-$410
Conferences and Meetings-$55-$55
Total Functional Expenses$336,153$51,242$0$387,395
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Once the 990 is completed, the preparer will distribute a draft copy to the executive director to review with the board members for comments or adjustments before filing of the return.

Form 990, Part VI, Section B, Line 12C

Officers monitor and enforce compliance with the policy on a regular basis and update annually.

Form 990, Part VI, Section B, Line 15

Management's compensation, executive director, is reviewed and approved annually by the board of directors. Other officers or key employees of the organization will also have their compensation reviewed and approved by the executive director and the board of directors.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Shield Inc
EIN
62-1669293
Phone
9014549755
Address
2552 POPLAR AVE STE 215, MEMPHIS, TN 38112

Signing Officer

Name
Valerie Bobo
Title
Executive Director
Phone
9014549755
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valerie Bobo
Formed
2000
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
8
Employees
6
Volunteers
0

Preparer

Firm
Cannon Wright Blount Pllc
Address
756 RIDGE LAKE BLVD SUITE 100, MEMPHIS, TN 38120
Preparer
Stephanie L Livingston CPA
Phone
9016857500
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt027451
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0485
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0350755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0274694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0278149
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0301965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0286871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01492434
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt032548
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt065783
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt082889
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0251094
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0504
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0172
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01930
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01806
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04412
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85380
IRS990ScheduleA/PublicSupportPY170Pct00.82590
IRS990ScheduleA/PublicSupportTotal170Amt01492434
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0350755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0274694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0278149
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0301965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0286871
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01492434
IRS990ScheduleA/TotalSupportAmt01747940
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0334148
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0451524
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0785672
IRS990ScheduleD/LandGrp/BookValueAmt098468
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt098468
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02487
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt077304
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt079791
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0435103
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014654
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE WITH PAYMENT OF UTILITY BILLS AND RENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt052
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE THE 990 IS COMPLETED, THE PREPARER WILL DISTRIBUTE A DRAFT COPY TO THE EXECUTIVE DIRECTOR TO REVIEW WITH THE BOARD MEMBERS FOR COMMENTS OR ADJUSTMENTS BEFORE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY ON A REGULAR BASIS AND UPDATE ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT'S COMPENSATION, EXECUTIVE DIRECTOR, IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION WILL ALSO HAVE THEIR COMPENSATION REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0574862
IRS990/TotalAssetsEOYAmt0667761
IRS990/TotalAssetsGrp/BOYAmt0574862
IRS990/TotalAssetsGrp/EOYAmt0667761
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0350755
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051242
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0336153
IRS990/TotalFunctionalExpensesGrp/TotalAmt0387395
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0396693
IRS990/TotalLiabilitiesEOYAmt0499705
IRS990/TotalLiabilitiesGrp/BOYAmt0396693
IRS990/TotalLiabilitiesGrp/EOYAmt0499705
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0178169
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0168056
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0336153
IRS990/TotalProgramServiceRevenueAmt029407
IRS990/TotalReportableCompFromOrgAmt052800
IRS990/TotalRevenueGrp/ExclusionAmt020
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027451
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0378226
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0574862
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0667761
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07822
IRS990/TravelGrp/TotalAmt07822
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0317369
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0426109
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02552 POPLAR AVE STE 215
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038112
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.SHIELDMIDSOUTH.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE BOBO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09014549755

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